David Friedberg

Here's your polymark at 75% chance.

Spud is released next week.

Additionally, and we'll go to the panel in just a second, on Tuesday, two days after this memo came out, obviously people write these memos to go directly to the press, so they're obviously trying to undercut Anthropix valuation, and they feel that's a threat.

That's my take.

The FT cited anonymous OpenAI investors...

who are frustrated with the company's lack of focus.

Here's the anonymous quote.

Quote, you have ChatGPT, a 1 billion user business growing 50 to 100% a year.

What are you doing talking about enterprise and code?

It's a deeply unfocused company.

And we talked about this, ChatGPT's market share is going down as the number of users is going up because Gemini.

and Claude gaining significantly.

And Meta just last week released their first proprietary model.

And Apple doesn't have a product in market yet, but they do have a lot of users.

So here's your Gen AI website traffic.

Let's start, Chamath, with you, your thoughts on OpenAI.

Should they be pivoting straight into business, developers, and getting focused on that?

Or should they stay focused on the consumer where they are the verb?

Travis, there's a big debate going on amongst the investors.

The FT piece also questioned the $850 billion valuation of OpenAI.